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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$40K -$11K -131 -21%
APA
277
American Portfolios Advisors
New York
$32K +$2.09K +25 +7%
CI Investments Inc
278
CI Investments Inc
Ontario, Canada
$31K -$25.4K -304 -43%
HFM
279
Harvest Fund Management
China
$30K – – –
JGIA
280
Jackson Grant Investment Advisers
Connecticut
$28K – – –
TPCW
281
TD Private Client Wealth
New York
$27.2K – – –
VCM
282
Vigilant Capital Management
Maine
$25K – – –
FHA
283
First Horizon Advisors
Tennessee
$25K +$28.3K +339 New
CCA
284
Column Capital Advisors
Indiana
$23K – – –
WTA
285
Washington Trust Advisors
Massachusetts
$22K – – –
FDCDDQ
286
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K – – –
VCM
287
Versant Capital Management
Arizona
$19K -$2.84K -34 -12%
CWC
288
Carolinas Wealth Consulting
North Carolina
$19K – – –
PTC
289
Private Trust Company
Ohio
$18K +$19.2K +230 New
BCWM
290
Bartlett & Co Wealth Management
Ohio
$17.1K +$18.1K +217 New
UB
291
UMB Bank
Missouri
$17K – – –
BC
292
Bartlett & Co
Ohio
$17K +$18.1K +217 New
S
293
SignatureFD
Georgia
$16K -$9.62K -115 -36%
CTC
294
Central Trust Company
Missouri
$16K – – –
SPIA
295
Steward Partners Investment Advisory
New York
$15K -$36.6K -438 -70%
QCG
296
Quadrant Capital Group
Ohio
$15K +$4.68K +56 +42%
RTC
297
Riverview Trust Company
Washington
$13K +$14K +167 New
TWA
298
TCI Wealth Advisors
Arizona
$10K -$19.2K -230 -65%
BIA
299
Bell Investment Advisors
California
$10K +$10.6K +127 New
SWM
300
Spire Wealth Management
Virginia
$9K -$1.67K -20 -16%